Who Are We
We are an interdisciplinary organization for professionals dedicated to advancing the education of ourselves, our communities, out clients and prospective clients. our members represent the following professional disciplines and industries:
Certified Public Accounts
Certified Financial Planners
The financing of one's retirement, disposition of personal assets/property of both individuals and business entities, avoidance of unnecessary taxes, protection of second and later generations of family or business partners are all complex issues wrapped within an ever changing code of laws. As professionals, we must ensure that we stay at the front edge of estate planning tools for our clients, perspective clients, and our community.